Associate Analyst, Alternative Investments
About The Position
The Role The Associate Analyst, Alternative Investments, Asset Review position plays a unique and central role on a team dedicated to delivering World Class customer and transaction servicing around all aspects of alternative investment processing by vetting requests to support new products against our acceptability guidelines and asset servicing capabilities. An Alternative Investment (AI) is a highly specialized investment vehicle that is tailored to sophisticated, high net-worth investors and are not traded on any public market. Creatively construct, design, and implement procedures for new product offerings. Assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality. Deliver quality assistance to our clients Serve as a resource for technical issues and assist associates in problem solving. Act as a functional subject matter expert and go-to person for complex situations and daily processing. Play a leading role on assigned projects. The Team The Alternative Investments team supports a leading-edge Alternative Investments platform that offers our customers the ability to represent limited partnerships, non-listed REIT's, fund of funds, registered and privately placed products above the line. Our Alternative Investment group is a part of the Operations & Services Group (OSG) and services all Fidelity lines of business and handles end-to-end operations from onboarding of assets, all transactions, reconciliation, and servicing requests. Demand for our service is growing at a significant rate, making this an exciting opportunity. #FidelityAlts
Requirements
- 2+ years of brokerage operations experience or 5+ years related work experience preferred
- Excellent interpersonal and communication skills (written and oral) to engage with clients and internal partners to provide them with the best quality experience
- Strong analytical and problem-solving skills and ability to prioritize decisions in a fast-moving environment
- Ability to work and build strong relationships across different teams within the organization
Nice To Haves
- Alternative Investment transaction servicing experience preferred
- College degree preferred
Responsibilities
- Creatively construct, design, and implement procedures for new product offerings.
- Assist in systems testing relating to industry-driven initiatives, internal enhancements and new business functionality.
- Deliver quality assistance to our clients
- Serve as a resource for technical issues and assist associates in problem solving.
- Act as a functional subject matter expert and go-to person for complex situations and daily processing.
- Play a leading role on assigned projects.
Benefits
- We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
